Users in Sherlock can have one of three permission levels. They are:
Owner
Manager
Team Member
This can all be managed from the Team tab in My Account.
OWNERS have the highest-level of access. They have view, create, and edit access to everything in a Sherlock account - including Billing. Owners can also grant or remove access to specific scoring profiles for Managers or Members. The main contact for a Sherlock account should have Owner access as he/she will need access to manage billing settings.
MANAGERS, by default, have view, create, and edit access to a full Sherlock account, but will not have access to billing information. This is the appropriate access level for most day-to-users of Sherlock. By default, new users added to a Sherlock account will be invited as Managers.
TEAM MEMBERS have the lowest-level of access. Team Members can not create or edit Scoring Profiles, Actions, or Connections. Owners or Managers can define what view access Team Members have to specific Scoring Profiles (see more below). Team Member access can be thought of as a "view-only" type users - good for giving access to those who just may need to see the details of a specific scoring profile.
To compare the access-levels across these three profiles, see table below:
| OWNER | MANAGER | TEAM MEMBER |
Scoring profiles | Full access | Full access | View only |
Connections | Full access | Full access | View only |
Actions | Full access | Full access | View only |
Billing | Full access | No access | No access |
Team management | Full access | Can invite new members and grant Team Members > Manager access. | Can invite new members, but cannot grant new access level. |
Granting access to specific Scoring Profiles
One key element of our user access is the ability to grant specific Managers or Team Members view or edit access to specific scoring profiles.
From any scoring profile configuration screen....
...and Manager or Owner can specify which scoring profiles specific users will have access to. Simply click on the Permissions tab of the Configuration page...
From here, you can grant specific access to specific users:
